Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.65%
1 Month-11.81%
3 Months-13.93%
6 Months-11.68%
1 Year+2.31%
3 Years (CAGR)+22.34%
5 Years (CAGR)+17.58%
10 Years (CAGR)+17.17%
Since Inception (Apr 2007)+15.58%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-14.59%
3 Year SIP+9.04%
5 Year SIP+14.42%
Since Inception (Apr 2007)+17.57%
Fund Details
Fund HouseInvesco Mutual Fund
CategoryMid Cap
Plan Typeregular
Optiongrowth
AUM₹10,772 Cr
Expense Ratio1.71%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date20 Apr 2007
AMFI Code105503
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Invesco India Midcap Fund - Regular Plan - Growth Option seeks to generate long-term capital appreciation by investing in mid-cap companies — ranked 101st to 250th by market capitalisation. These companies offer a balance of growth potential and relative stability, making them suitable for investors with moderate to high risk appetite.
About This Fund
Invesco India Midcap Fund - Regular Plan - Growth Option is a Mid Cap mutual fund offered by Invesco Mutual Fund. The fund has been operational for over 18 years. It manages assets worth ₹10,772 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.71%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations